Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
1671 results found
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Detailed AUM
Please detail AUM on homepage so we don't have to click into it to see the actual AUM and not a rounded number. Thank you.
3 votes -
Bring back the grid lines!
Bring back the grid lines separating sections from each other on screen. Sidebars look better when there is a delineation from the other info (color difference, black line, something, anything!)
3 votes -
Change the color back - too much white space
The new look has way too much white space making it difficult to read the font because the screen is too bright.
Can you allow for options or change the colors back please.3 votes -
Hover over titles on new collapsed sidebar
With the new updated look to Redtail - I like the collapsible side bar! BUT can we have the "titles" or names of each icon show up when we hover over them so we do not have to re-open the sidebar to see what each icon means? Kind of like how we can hover over an appointment in the calendar and the details pop up. Thanks!
3 votes -
Bulk Complete Workflows
It has come to my attention that Redtail offers a feature to "bulk delete" workflows; however, I and it seems like many others on your forum agree that it would be nice to be able to complete a workflow in bulk, or have a feature that allows you to catch selected workflows up on the same task.
For example - I work for a financial advisory firm. We have many clients that will go into the same product at the same time, this is because of trade dates. I'm going through each individual workflow and completing 3-4 steps on each…
3 votes -
Dark Mode / Color Palette for RedTail 2024
Ever since RedTail's new integrations and UI that have recently been updated in 2024, having a Dark Mode or a way to change the webpage color would benefit everyone especially our eyes. Unlike the previous color, this new LED/bleach white is quite aggressive on the eyes and we all would benefit if this color was changed or RedTail had an option for a dark mode or color palette capability. Having this option under the account Preferences section would be an appropriate spot. Would like to hear your thoughts.
3 votes -
AUM total
Please add back full AUM value, not the truncated $***.xM -- too many clicks to get the actual value - not efficient
3 votes -
Ability to click and drag the Redtail Support Chat Icon
While I utilize and appreciate the support chat feature in the bottom right of the screen, it would be nice to have the ability to drag and move that icon to a different corner or area of my screen.
I often have the browser in a smaller window when having multiple items open on my monitor and accidentally click the support chat icon when attempting to hit other links instead. Having the ability to move the icon to the left of my screen would be beneficial, as I do not select items in that area as often as I do…
3 votes -
Feature to move and sort tasks on today page
I would love a feature that allows me to manually move tasks on the today page so I can put them in the order I want to do them. This would help me prioritize and move down my list of tasks rather than jumping around. I also wish there was a feature that allowed me to group tasks. To explain, we are going through a merger right now. There are tasks I need to complete, and then there are tasks that I need to be on so that I can follow along, take notes, and monitor, but there isn't always…
3 votes -
Run multiple beneficiary reports at once from a quicklist (Batch Beneficiary Reports)
I want to be able to run beneficiary reports for multiple clients at once from a quicklist. I want this done as a bulk action. I would like to be able to run it on the household level and remove closed accounts (So all the normal Beneficiary Report options/functionality, but done in bulk (I would envision) through the contacts / quicklist --> contact options --> reporting function)
Ideally this would produce multiple PDFs (one per household/client), but one combined PDF can work too, so long as no page combines information from two different households.
Currently, I do annual beneficiary reviews…
3 votes -
Run multiple beneficiary reports at once from a quicklist (Batch Beneficiary Reports)
I want to be able to run beneficiary reports for multiple clients at once from a quicklist. I want this done as a bulk action. I would like to be able to run it on the household level and remove closed accounts (So all the normal Beneficiary Report options/functionality, but done in bulk (I would envision) through the contacts / quicklist --> contact options --> reporting function)
Ideally this would produce multiple PDFs (one per household/client), but one combined PDF can work too, so long as no page combines information from two different households.
Currently, I do annual beneficiary reviews…
3 votes -
Timeline should report on when a workflow is created
Timeline shows when a workflow is updated, but doesn't show when a workflow is created. Activities have creation dates, but workflows do not. Please add this to timeline. I also agree with many of the other workflow/timeline posts here.
3 votes -
Add CSA as a field option for automations
CSA is not an available option for assigning in an automation.
This would be incredibly beneficial3 votes -
Ability to reorder calendar items by dragging
I would love to be able to drag "all day" calendar items into any order instead of just having to choose a way to sort them. I'm often tagged on activities that I don't have immediate tasks for and it would be great to be able to drag those to the bottom, or put various activities into the order I'd like to tackle them.
3 votes -
Sherri Jessen
The database owner (and others in our office) hate the Red in the new look. Everything looks urgent/stressful now. You should choose a different color or have a feature to allow users to select their color scheme for text.
3 votes -
Search in multiple databases
I have access to 2 databases because our advisors are on 2 teams. Please make it so I can search (or better yet - have access to) both databases at the same time. With 5 advisors in the office, there are times when clients call in and are not sure of the advisors name, maybe because they are a beneficiary or POA, or maybe they have forgotten (not good with names) or are new clients, so if I look up the contact name and it is not in the current database, I have to switch databases to see if the…
3 votes -
Link in email notification
Have a link in the email notification to the activity and/or to the client.
3 votes -
jd.koyle@allegisfp.com
When pulling the report to see notes not permission, it would be great if activities and workflow notes weren't apart of that report. For some reason not all activities show in the notes section of a client when completed. I can't seem to find how to permission workflow notes and they just stay on my report.
3 votes -
Create account report, that pulls family and non primary accounts.
Create an accounts report, that pulls family and non primary accounts. Data to include the specific contact for the account, the specific holdings for each account and the grand total that umbrellas the entirety of this information. This would include personal, accounts, family accounts, and non primary accounts. Also friendly for exports to excel as well as PDFs.
3 votes -
Add Activity
Can you please change the Highlight from the "Create Activity" button to "Create and Edit Activity" button?
3 votes
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